JY
ARVN icon

Jeff Yass’s Arvinas ARVN Stock Holding History

Jeff Yass’s Portfolio ARVN Stock Details ARVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$740K Buy
89,000
+9,200
+12% +$85.8K ﹤0.01% 8970
2026
Q1 		$846K Sell
79,800
-94,100
-54% -$1.17M ﹤0.01% 8326
2025
Q4 		$2.06M Sell
173,900
-159,800
-48% -$1.74M ﹤0.01% 5596
2025
Q3 		$2.84M Buy
333,700
+97,600
+41% +$740K ﹤0.01% 5079
2025
Q2 		$1.74M Sell
236,100
-166,300
-41% -$1.22M ﹤0.01% 6097
2025
Q1 		$2.82M Buy
402,400
+391,100
+3,461% +$6.13M ﹤0.01% 4776
2024
Q4 		$217K Buy
11,300
+3,100
+38% +$75.3K ﹤0.01% 10549
2024
Q3 		$202K Sell
8,200
-61,100
-88% -$1.6M ﹤0.01% 10453
2024
Q2 		$1.84M Buy
69,300
+9,700
+16% +$309K ﹤0.01% 5247
2024
Q1 		$2.46M Buy
59,600
+28,800
+94% +$1.26M ﹤0.01% 4894
2023
Q4 		$1.27M Buy
30,800
+5,600
+22% +$131K ﹤0.01% 6408
2023
Q3 		$495K Buy
25,200
+7,700
+44% +$189K ﹤0.01% 8252
2023
Q2 		$434K Sell
17,500
-800
-4% -$20.6K ﹤0.01% 8639
2023
Q1 		$500K Sell
18,300
-38,900
-68% -$1.23M ﹤0.01% 8571
2022
Q4 		$1.96M Buy
57,200
+38,600
+208% +$1.62M ﹤0.01% 4739
2022
Q3 		$828K Sell
18,600
-5,100
-22% -$248K ﹤0.01% 7123
2022
Q2 		$998K Sell
23,700
-46,500
-66% -$2.33M ﹤0.01% 6537
2022
Q1 		$4.72M Sell
70,200
-5,100
-7% -$348K ﹤0.01% 3722
2021
Q4 		$6.18M Buy
75,300
+3,300
+5% +$269K ﹤0.01% 3401
2021
Q3 		$5.92M Sell
72,000
-3,700
-5% -$327K ﹤0.01% 3658
2021
Q2 		$5.83M Sell
75,700
-6,100
-7% -$423K ﹤0.01% 3748
2021
Q1 		$5.41M Sell
81,800
-72,800
-47% -$5.57M ﹤0.01% 3762
2020
Q4 		$13.1M Buy
154,600
+141,200
+1,054% +$4.87M ﹤0.01% 2181
2020
Q3 		$316K Sell
13,400
-28,000
-68% -$811K ﹤0.01% 8589
2020
Q2 		$1.39M Buy
41,400
+10,500
+34% +$446K ﹤0.01% 5185
2020
Q1 		$1.25M Sell
30,900
-3,600
-10% -$168K ﹤0.01% 4879
2019
Q4 		$1.42M Buy
+34,500
New +$1.01M ﹤0.01% 4893

Other funds holding ARVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jeff Yass's ARVN Position: Q2 2026 in Review

Jeff Yass reduced its Arvinas (ARVN) stake by 58% in Q2 2026, selling an estimated $377K and leaving 29,039 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #11550.

Jeff Yass first reported a position in ARVN in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.99M in Q2 2025. 198 funds tracked by Wall St. Rank hold ARVN as of Q2 2026.

  • Jeff Yass held 29,039 shares of Arvinas worth $241K as of Q2 2026.
  • Jeff Yass sold 40,414 Arvinas shares in Q2 2026, an estimated $377K.
  • Arvinas made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11550 holding.
  • Jeff Yass first reported a position in Arvinas in Q1 2020 and has held it in 21 quarters since.
  • Jeff Yass's Arvinas position peaked at $2.99M in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Arvinas as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.